Wealth Enhancement Advisory Services, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 24,380 shares of ESGV stock, worth $2.42 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

24,380

Previous 20,648 18.07%

Holding current value

$2.42 Million

Previous $2.17 Million 18.11%

% of portfolio

0.01%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$100.18 - $109.1 $373,871 - $407,161	3,732 Added 18.07%	24,380 $2.56 Million
Q3 2024 Oct 23, 2024	SELL	$91.37 - $101.65 $233,450 - $259,715	-2,555 Reduced 11.01%	20,648 $2.1 Million
Q2 2024 Jul 16, 2024	BUY	$87.24 - $97.37 $803,393 - $896,680	9,209 Added 65.81%	23,203 $2.24 Million
Q1 2024 Apr 15, 2024	SELL	$83.14 - $93.19 $35,916 - $40,258	-432 Reduced 2.99%	13,994 $1.3 Million
Q4 2023 Jan 30, 2024	BUY	$71.95 - $85.41 $57,200 - $67,900	795 Added 5.83%	14,426 $1.23 Million
Q3 2023 Nov 13, 2023	BUY	$74.65 - $81.1 $1.02 Million - $1.11 Million	13,631 New	13,631 $1.03 Million

Others Institutions Holding ESGV

# of Institutions

620

Shares Held

28.6M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC Vanguard World Fd Esg U.S. Sto Transaction History